CT
SF

Caldwell Trust’s Stifel SF Stock Holding History

Caldwell Trust’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-675
Closed -$46.7K – 769
2025
Q2 		$46.7K Buy
+675
New +$41.5K ﹤0.01% 475

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Caldwell Trust's SF Position: Q3 2025 in Review

Caldwell Trust sold out of Stifel (SF) in Q3 2025, closing a stake of 675 shares — an estimated $46.7K sold.

Caldwell Trust first reported a position in SF in Q2 2025 and held it in 1 quarter. The position peaked at $46.7K in Q2 2025. 552 funds tracked by Wall St. Rank hold SF as of Q3 2025.

  • Caldwell Trust reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
  • Caldwell Trust sold 675 Stifel shares in Q3 2025, an estimated $46.7K.
  • Caldwell Trust first reported a position in Stifel in Q2 2025 and held it in 1 quarter.
  • Caldwell Trust's Stifel position peaked at $46.7K in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Stifel as of Q3 2025.

Based on Caldwell Trust's 13F filing for Q3 2025, filed 23 Oct 2025.